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How Guardians Make Decisions on Behalf of Their Wards

How Guardians Make Decisions on Behalf of Their Wards

Mar 3, 2020 | ACTEC Trust & Estate Talk Podcasts, Diversity, Equity & Inclusivity, General Estate Planning, T&E Administration

How Guardians Make Decisions on Behalf of Their Wards “How Guardians Make Decisions on Behalf of Their Wards,” that is the subject of today’s ACTEC Trust and Estate Talk. Transcript/Show Notes This is Birch Douglass of Richmond, Virginia. In order for guardians to...
Levitan v. Rosen Case

Levitan v. Rosen Case

Dec 31, 2019 | ACTEC Trust & Estate Talk Podcasts, Family Law, General Estate Planning, IRS / Tax Guidance, T&E Administration, T&E Litigation

Levitan v. Rosen Case “Levitan v. Rosen Case,” that’s the subject of today’s ACTEC Trust and Estate Talk. Transcript/Show Notes This is Glen Yale, ACTEC Fellow from San Antonio, Texas. Is an interest in a trust marital property in a divorce case? To give...
The Life Insurance Transfer for Value Rule After the 2017 Tax Reform Act

The Life Insurance Transfer for Value Rule After the 2017 Tax Reform Act

Dec 24, 2019 | ACTEC Trust & Estate Talk Podcasts, General Estate Planning, IRS / Tax Guidance, T&E Administration

The Life Insurance Transfer for Value Rule After the 2017 Tax Reform Act “The Life Insurance Transfer for Value Rule after the 2017 Tax Reform Act,” that is the subject of today’s ACTEC Trust & Estate Talk. Transcript/Show Notes This is Birch Douglass of...
Update of Asset Protection Trust Litigation

Update of Asset Protection Trust Litigation

Dec 17, 2019 | ACTEC Trust & Estate Talk Podcasts, General Estate Planning, T&E Administration, T&E Litigation

Update of Asset Protection Trust Litigation “Update of Asset Protection Trust Litigation,” that’s the subject of today’s ACTEC Trust and Estate Talk. Transcript/Show Notes This is Margaret Van Houten, ACTEC Fellow from Des Moines, Iowa. Over the past...
Self-Settled Spendthrift Trusts

Self-Settled Spendthrift Trusts

Dec 10, 2019 | ACTEC Trust & Estate Talk Podcasts, Business Planning, General Estate Planning, IRS / Tax Guidance, T&E Administration

Self-Settled Spendthrift Trusts “Self-settled spendthrift trusts,” that’s the subject of today’s ACTEC Trust and Estate Talk. Transcript/Show Notes This is Margaret Van Houten, ACTEC Fellow from Des Moines, Iowa. To give us more information on the topic of...
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